中信建投整体向好,期待投行弹性

招商证券
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一、公司整体经营状况中信建投 (601066。SH)在2025年第一季度实现营业收入49.2亿元,同比增长15%,但环比下降28%;归母净利润为18.4亿元,同比大幅增长50%,但环比下滑37%。公司总资产达到6005亿元,较年初增长6%,而归母净资产则微降1%至1052亿元。年化ROE为8.16%,较2024年略有下降,经营杠杆升至4.44倍。二、业务结构与表现中信建投的自营业务收入占比最高,达...

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